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Business Training & Setup

This page is is a Summary outline that is a general overview of the tools and processes to help you be qualified, and competent in building your business. This page is subject to change and updates!

Your Path Though Licensing and Costs

US Licensing Info

CDN Licensing Info

Business Map with Links (USA)

** Getting Your Securities License First... Click Here

  • Getting Licensed

 

 

 


 

(Meeting ID: 403 607 6299 Passcode: fin) 

 

 

  • Licensed Agent

 

  • New Appointments

    • Business Plans (Ex. 401k)

    • New Families

 

  • Build

    • Goals

    • Training

    • Promotion Targets

    • AUM Target

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  • Servicing

    • Email

    • CRM

    • Physical Mailings

      • High Networth Clients -Birthday Cards

      • Condolence Cards

    • Auto Generated

      • CRM Campaigns

      • Advisorstream

      • Schedulizer Auto Replies

    • Phone

      • 90 Day Touch base

  • Knowledge / Self Improvement

 

  • Insurance

    • Product Knowledge

    • Do a Quote

    • Write a Turboapp

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  • Investments

    • Morningstar

    • Prospectus

    • IRA Assembler

    • Transfering Money

    • TurboApps

    • Business Account Types

    • Education Accounts

    • Retirement Accounts

    • Andex Chart

    • Contribution Limits

    • RMD’s

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  • Tax

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  • ____________

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Business Map with Links (Canada)

In Contruction!

Vision

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